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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,200 hedge funds and large institutions have $13.6B invested in Vanguard Small-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 498 increasing their positions, 429 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,200
Holders Change
-14
Holders Change %
-1.15%
% of All Funds
19.21%
Holding in Top 10
107
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.76%
% of All Funds
1.71%
New
93
Increased
498
Reduced
429
Closed
70
Calls
$10.7M
Puts
$3.26M
Net Calls
+$7.46M
Net Calls Change
+$3.31M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$118M
2
Betterment LLC
Betterment LLC
New York
+$32.7M
3
GFA
Gallagher Fiduciary Advisors
Illinois
+$29.1M
4
RIA
Retirement Investment Advisors
Oklahoma
+$19.9M
5
EWA
EP Wealth Advisors
California
+$18.4M

Top Sellers

1
AF
Allworth Financial
California
-$60.4M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$51.1M
3
Morgan Stanley
Morgan Stanley
New York
-$31.5M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$26.4M
5
MPM
MBB Public Markets
Illinois
-$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
726
Friedenthal Financial
New Jersey
$649K +$159 +1 +0%
AL
727
ACAS LLC
California
$649K +$119K +751 +23%
DI
728
DFPG Investments
Utah
$647K +$387K +2,439 +149%
HGWM
729
Harvest Group Wealth Management
Massachusetts
$645K -$106K -669 -14%
TC
730
Trilogy Capital
California
$644K -$13.3K -84 -2%
MP
731
McDonald Partners
Ohio
$641K -$14.3K -90 -2%
APIM
732
Agate Pass Investment Management
Washington
$638K – – –
AIM
733
AMI Investment Management
Indiana
$635K -$28.7K -181 -4%
CAM
734
Cozad Asset Management
Illinois
$635K – – –
LA
735
Lane & Associates
New Jersey
$635K -$33.3K -210 -5%
DBRC
736
D.B. Root & Company
Pennsylvania
$632K -$6.51K -41 -1%
DWT
737
Dorsey & Whitney Trust
South Dakota
$631K +$264K +1,665 +72%
MFA
738
McClarren Financial Advisors
Pennsylvania
$631K +$9.35K +60 +2%
RFC
739
Regions Financial Corp
Alabama
$630K -$212K -1,338 -25%
AFG
740
Atomi Financial Group
New York
$626K +$626K +3,946 New
AWP
741
Accretive Wealth Partners
New Jersey
$621K – – –
CGL
742
Clarius Group LLC
Washington
$609K – – –
IA
743
IFG Advisors
Missouri
$604K +$476 +3 +0.1%
CWM
744
Connecticut Wealth Management
Connecticut
$603K -$6.13M -38,631 -91%
LFA
745
Landmark Financial Advisors
Kentucky
$598K – – –
BFG
746
Bleakley Financial Group
New Jersey
$596K -$7.78K -49 -1%
GIA
747
Gladstone Institutional Advisory
Florida
$595K +$22.9K +144 +4%
LSPW
748
Lake Street Private Wealth
Illinois
$594K +$159 +1 +0%
BAM
749
Belpointe Asset Management
Nevada
$593K -$55.6K -350 -9%
JCIA
750
Jackson Creek Investment Advisors
Colorado
$591K +$591K +3,725 New
28 29
30
31 32